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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,948 | $181,896+83.0% | $156,551+112.7% | $273,972+21.5% |
| Participation rate | 28.6% | 88.4%-59.8pp | 84.0%-55.4pp | 83.0%-54.4pp |
| Annual return | 3.66% | 30.74%-27.1pp | 32.23%-28.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $3,327 | $6,248-46.8% | $5,501-39.5% | $4,869-31.7% |
| Participant deferral / active EE | $7,666 | $5,550+38.1% | $4,871+57.4% | $5,287+45.0% |
| Admin fee / account holder | $200 | $15,560-98.7% | $13,028-98.5% | $10,133-98.0% |